Senior Wealth & Investment Portfolio Manager (Hybrid/Remote)

Huntington Bancshares, Inc.

Indianapolis (IN)

Hybrid

USD 80,000 - 110,000

Full time

14 days+

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Job summary

Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to manage and oversee medium to large investment portfolios. Candidates should have at least 5 years of experience in investments and a strong background in customer service. The position may offer flexible work arrangements, combining office and remote work options. This role is exempt from overtime pay and emphasizes maintaining a strong community while achieving investment objectives.

Qualifications

  • 5 or more years of investments/analyst experience.
  • Experience managing medium/large investment portfolios.

Responsibilities

  • Manage complex portfolios based on client investment objectives.
  • Monitor investment performance and recommend strategies.
  • Provide ongoing customer service and assist in sales calls.

Skills

Investment management
Customer service
Market analysis

Education

Bachelor's Degree

Job description

Summary:

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.

Description

Summary:

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.

Duties & Responsibilities

  • Manages medium/large and complex portfolios based on client and corporate investment objectives.
  • Works closely with the customer to monitor investment performance and recommend a strategy.
  • Responsible for ongoing customer service and joint sales calls with business development staff.
  • Must keep current on related market trends.
  • May have supervisory responsibility.
  • Performs other duties as assigned.


Basic Qualifications

  • Bachelors Degree
  • 5 or more years of Investments/Analyst experience


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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